Integrate Simple Mobile CRM with Retently

Trigger NPS/CSAT surveys after significant sales interactions or updates in customer profiles, sync customer contact information and interaction history with Retently, and use survey feedback to enhance customer relationship strategies.

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About Simple Mobile CRM

Facilitates the management of customer relationships and sales processes via mobile interactions. Provides functionality for tracking email notes.

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Simple Mobile CRM to Retently

1

New Email Note

Triggers when a new email note is created.
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Retently to Simple Mobile CRM

We don't have any triggers yet for Simple Mobile CRM, but we're working on it!

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